[FULL TIME Remote] Case Design Specialist

Role Snapshot:

• Job Type: FULL_TIME
• Start Date: Immediate openings available
• Compensation: a competitive salary
• Position: Case Design Specialist
• Location: Remote
• Company: Hol Career

 

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Summary: First American Insurance Underwriters is growing and we are hiring a Case Design Specialist/Internal Wholesaler to our team. FAIU helps financial advisors design and implement the most appropriate insurance solutions for their clients. We specialize in Life Insurance, Long-Term Care, Disability Income, and Annuities solutions for personal and business planning. If you enjoy: • Getting things done • Solving Problems • Getting results • Being organized • Being persistent • Collaborative work in a team • Learning new things Your responsibilities would include: To excel in this role you should be able to prioritize and respond to requests in a timely and accurate manner, go the extra mile and have a positive upbeat demeanor. • Build strong relationships with new and existing advisors • Assist advisors in selecting carriers and products that will best meet their client's needs • Work closely with external sales to support and develop winning sales ideas and proposals for customers • Quickly respond to inquiries relating to complex and technical questions while demonstrating an understanding of multiple product portfolios and cross-selling opportunities • Recognize new opportunities to market and position products to improve service and sales • Develop and enhance industry and product knowledge to effectively communicate and build credibility with advisors and internal team • Develop a thorough understanding of all systems and resources to enhance the advisor experience • Provide training, assistance and promotion to advisors in utilizing system and available platform resources To be successful as the Case Design Specialist, you would need to: • Possess strong interpersonal and customer service skills • Have excellent problem-solving skills and attention to detail • Be articulate and persuasive communicator (both written and oral) • Motivated to continually learn and grow • Capable of conducting oneself with a focus on service excellence, fair dealing, and client-first decision making with effective time management skills to manage daily workflow • Be a self-starter with the ability to excel in a dynamic, fast-moving company environment You should have the following Experience/Qualifications: • Bachelor's degree required • Recent college graduates should apply • Life Insurance experience a plus • Proficiency in Microsoft Office Suite (Advanced Excel preferred) FAIU offers growth opportunities, a flexible work schedule, and a competitive benefits package. Keywords: life insurance, annuities, long term care, disability income, case management, underwriting, medical assessment, policy owner; estate planning, senior care, business succession planning, multi-generational, qualified retirement plans, design and complex case management,internal wholesaler Apply Job!

 

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